Quoted post sees a two-year melt-up coming for neoclouds
abhiadesai · x · 2026-08-04
A quoted post predicts a “mother of melt-ups” in neoclouds over the next two years, arguing that the sector may be entering a bubble phase. The reply says the writer likes bubbles and buys in to “throw gasoline on the fire.”
This is a market commentary about AI cloud infrastructure rather than a product or model update, and it frames neocloud demand as a potentially overheated but still accelerating trade.
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